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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1551
Mengis Capital Management
Oregon
$247K – – –
JLBC
1552
J.L. Bainbridge & Co
Florida
$247K +$313 +2 +0.1%
CA
1553
CapWealth Advisors
Tennessee
$247K +$234K +1,497 New
DAM
1554
Delta Asset Management
Tennessee
$246K – – –
AF
1555
Allworth Financial
California
$246K +$40.7K +260 +21%
APG
1556
Abacus Planning Group
South Carolina
$245K +$232K +1,483 New
UBV
1557
United Bank (Virginia)
Virginia
$244K – – –
FA
1558
Fagan Associates
New York
$241K – – –
CAM
1559
Cozad Asset Management
Illinois
$240K -$15.7K -100 -6%
EGA
1560
E&G Advisors
Texas
$240K – – –
PPSG
1561
Princeton Portfolio Strategies Group
New Jersey
$239K -$110K -700 -33%
SB
1562
Strategic Blueprint
Georgia
$239K +$227K +1,447 New
ECAM
1563
East Coast Asset Management
Massachusetts
$238K – – –
TTWM
1564
TCV Trust & Wealth Management
Virginia
$238K – – –
CAMG
1565
CWA Asset Management Group
Florida
$238K +$223K +1,426 New
CA
1566
Calton & Associates
Florida
$237K -$7.05K -45 -3%
AAS
1567
Annex Advisory Services
Wisconsin
$237K – – –
BCM
1568
BTC Capital Management
Iowa
$237K – – –
ACA
1569
Affinity Capital Advisors
California
$236K -$27.6K -176 -11%
ACG
1570
Allen Capital Group
Nebraska
$236K -$1.41K -9 -0.6%
CTA
1571
Colonial Trust Advisors
South Carolina
$236K – – –
AAP
1572
Arax Advisory Partners
Colorado
$235K +$223K +1,422 New
TLCM
1573
Twin Lakes Capital Management
California
$234K -$7.36K -47 -3%
PCWA
1574
Pacific Capital Wealth Advisors
California
$234K – – –
WAP
1575
Wealthcare Advisory Partners
Pennsylvania
$233K -$90.1K -575 -29%
61 62
63
64 65